From the pile to posted in Xero.
Connect Xero once. Pileform extracts the pile, computes the VAT per line, and lets you review every entry, then posts the ones you confirm straight into Xero as Bills, journal entries, and double-entry bank transactions. Your chart of accounts syncs in, and you always keep the Excel.
Connect once, review, post.
Pileform doesn’t replace Xero. It feeds it. You stay in control of what gets posted.
Connect Xero.
A one-time secure connection. Your chart of accounts syncs in so categorisation uses your real account codes.
Drop the pile.
Receipts, invoices, and bank statements are read, VAT computed per line, and each line categorised against your accounts.
Confirm the entries.
Confirm, edit, or reject each proposed entry. Inferred fields are flagged so you know exactly what to check.
Post to Xero.
Confirmed entries post as Bills and journal entries; bank transactions post as double-entry. Idempotent, so nothing posts twice.
Bills + journal entries.
Supplier invoices post as Xero Bills; everything else posts as manual journals, balanced to the cent.
Bank statements, double-entry.
Bank-statement transactions are classified and post as double-entry, not just a one-sided import.
It learns your coding.
Pileform remembers each supplier and your account preferences, so repeat suppliers code themselves and high-confidence entries can post automatically when you allow it.
No lock-in.
You always keep the Excel workbook with the receipt embedded as proof. Posting is a convenience, not a cage.
Posting to Xero.
Supplier invoices post as Bills. Journal entries post as manual journals. Bank-statement transactions post as double-entry. You review and confirm each entry first; nothing posts until you say so, unless you turn on auto-posting for high-confidence entries.
Yes. When you connect Xero, your chart of accounts syncs in, so Pileform categorises against your real account codes rather than a generic template. It learns your suppliers and your coding preferences as you confirm entries.
Always. Posting to Xero is optional, layered on top of the workbook you already get. The receipt stays embedded in the file as proof, and you are never locked in: take the Excel any time.
If you choose. Entries Pileform is highly confident about can post automatically when you enable it; everything else waits for your review. Posting is idempotent, so the same entry is never posted twice.
Connect Xero and clear the pile.
Sign up free, no card. Connect Xero, run your first batch, and post the entries you confirm, with the Excel always in your hands.